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Portfolio (Quarterly) Guide ↗

HILL ISLAND FINANCIAL LLC

· CIK 0001909798
13F Portfolio $412M AUM 84 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 28 Added 33 Reduced 3 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MU MICRON TECHNOLOGY INC Technology 1,162.0 $393K 0.10% +454.0 +64.1% $337.84 +176.8%
22 WMT WALMART INC Consumer Defensive 2,978.0 $370K 0.09% +58.0 +2.0% $124.27 -4.8%
23 TSLA TESLA INC Consumer Cyclical 942.0 $350K 0.09% +235.0 +33.2% $371.75 +18.7%
24 JNJ JOHNSON & JOHNSON Healthcare 1,266.0 $309K 0.07% +9.0 +0.7% $244.44 -5.5%
25 MA MASTERCARD INCORPORATED Financial Services 600.0 $300K 0.07% +76.0 +14.5% $499.66 -1.8%
26 VTEB VANGUARD MUN BD FDS 5,240.0 $261K 0.06% +652.0 +14.2% $49.89 +0.8%
27 NFLX NETFLIX INC. Communication Services 2,505.0 $241K 0.06% +229.0 +10.1% $96.15 -10.3%
28 HMOP HARTFORD FDS EXCHANGE TRADED 5,799.0 $225K 0.06% +562.0 +10.7% $38.74 +0.6%
Page 2 of 2  ·  28 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.4%
Financial Services 24.1%
Communication Services 14.0%
Consumer Cyclical 7.2%
Healthcare 3.8%
Industrials 2.2%
Consumer Defensive 1.6%
Basic Materials 0.6%